Tax free, investing for physicians just got more interesting
Manage episode 356751584 series 2950605
Bonds are boring, aren't they? Well, not anymore.
Recent rate increases make bonds more interesting than they've been in years. Better, some bonds yield interest that's tax-free, making them a match for many overtaxed physician families.
Listen in as Ben and Nate answer questions like:
• What is a bond?
• How do they work?
• How can physicians invest in bonds?
• Where do bonds belong in my portfolio?
• What risks do bonds hold and how do you manage them?
WARNING: Do not listen to this episode while operating a vehicle as certain statements may spark extreme emotions causing drivers to lose control of everything but their tax bills!
IN THIS EPISODE
- [1:41] What is a bond, and how does it work?
- [3:26] Why would someone choose a municipal or treasury bond vs. a corporate bond?
- [6:17] What is considered when investing in bonds?
- [9:24] Why not just buy the tax-exempt bonds?
- [10:25] Ben and Nate walk through a real-life example of corporate bonds.
- [13:27] Why buy bonds?
- [17:47] How do you buy a municipal bond?
- [20:08] How can you lose money from bonds?
- [24:01] Final thoughts on how physicians should use bonds.
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Physician Family Financial Advisors Inc., a registered investment advisor, has reasonable belief that the information and content as a whole does not include any false or materially misleading statements or omissions of facts regarding services, investments, or client experience. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Information expressed does not take into account the specific situation or objectives of individuals and is not intended as recommendations appropriate for all individuals. Listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation. Past performance is not indicative of future performance.